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FSB Premier Wealth Management’s iShares Mortgage Real Estate ETF REM Stock Holding History

FSB Premier Wealth Management’s Portfolio REM Stock Details REM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-560
Closed -$19K – 426
2021
Q4 		$19K Buy
+560
New +$20.5K 0.01% 361

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FAM
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Wells Fargo
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FSB Premier Wealth Management's REM Position: Q1 2022 in Review

FSB Premier Wealth Management sold out of iShares Mortgage Real Estate ETF (REM) in Q1 2022, closing a stake of 560 shares — an estimated $19K sold.

FSB Premier Wealth Management first reported a position in REM in Q4 2021 and held it in 1 quarter. The position peaked at $19K in Q4 2021. 148 funds tracked by Wall St. Rank hold REM as of Q1 2022.

  • FSB Premier Wealth Management reported no remaining iShares Mortgage Real Estate ETF position as of Q1 2022 after selling out during the quarter.
  • FSB Premier Wealth Management sold 560 iShares Mortgage Real Estate ETF shares in Q1 2022, an estimated $19K.
  • FSB Premier Wealth Management first reported a position in iShares Mortgage Real Estate ETF in Q4 2021 and held it in 1 quarter.
  • FSB Premier Wealth Management's iShares Mortgage Real Estate ETF position peaked at $19K in Q4 2021.
  • 148 funds tracked by Wall St. Rank held iShares Mortgage Real Estate ETF as of Q1 2022.

Based on FSB Premier Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.